My mission is to help you and your family to plan for your future, face the legal challenges of death today, and gain clarity and peace of mind when it comes to life’s toughest questions.
California Advanced Health Care Directive
The questions I’ve been getting most frequently this past week are about Advanced Health Care Directives, so I thought I’d share some basics. Every state has their own law surrounding advanced health care directives or Medical POAs or Living Wills. So you may know...
Your Digital Estate Consumer Guide
I’m excited to share our Free Downloadable Consumer Guide, Your Digital Estate, Frequently Asked Questions: Answered. If you have further questions on the topic, schedule a consultation below.Recent Articles
Thinking about Tech Solutions
I hear from technologists developing software solutions in the digital estate planning space on a regular basis. I commend them as they are all offering their creativity, skills, and resources to a difficult problem with few straight forward solutions. Knowing that...
Business Succession Planning in the Internet Age
I originally looked closely at this topic with my colleague Doug Bend, of the Bend Law Group. We presented on this topic in San Francisco earlier this year and a version of this article was originally published in Forbes. Many business owners build their...
A List Of Passwords is NOT a Digital Asset Estate Plan
Today’s popular advice is to leave a list of online accounts and passwords, or leave access to a password manager, as a way of providing your loved ones with access to your data and online accounts when you die. Many people suggest that this list of accounts and...
Transferring Digital Assets: A Small Estate Affidavit?
One of the more clever suggestions I hear related to transferring digital assets post death is the use of a small estate affidavit. I do think there is potential limited use for a small estate affidavit related to digital assets. I believe that FinTech companies...
What is a Digital Asset?
Do you own your Flickr photos? What about the ones you have on Instagram? Can you pass them on to someone when you die? Should you be able to pass on the license of Photoshop you purchased? Access to your Instagram account? I think you should be able to, but right now...
In the Age of Access by Password, Are Post Death Asset Transfers Really THAT Important?
Today many people access most of their accounts - bank accounts, credit card accounts, investment accounts, mortgage accounts - and more online via password access. Many professionals advise that in planning for incapacity or death, that folks should keep a list of...
Estate Planning – Questions Answered
Welcome Jennifer Cowan to my blog. Enjoy her review of basic estate planning questions, and learn more about her work at the bottom of the article. Estate Planning Part I: Why Do You Need It? When people find out that I am an Estate Planning attorney I sometimes hear...
"Even though I’m a health care professional, I had not done adequate estate and advanced directive planning and I knew I needed to consult with an attorney. Luckily, I was put in contact with Megan Yip by a friend. She made the process approachable, was supportive of our questions, and gave us good advice. With her help, we were able to create a will, a living trust, and an advance medical directive. I would highly recommend Megan’s services to anyone doing estate planning."
Health care professional
"I reached out to Megan to work with me on my Father’s estate after he passed away. It was a difficult family situation and got very complicated as we tried to unravel it. My own feelings and emotional state only added to the difficulty. Megan was excellent at counseling me on both the legal issues and my legal standing in the estate. She was very good at “talking me down” when my emotions just got too heated to think things through clearly. I was immensely grateful to have her counsel and her advice. I recommend her highly as a counselor and legal advisor."
"Even though my husband and I both had gotten wills drawn up in the mid-Eighties, we had not looked at them since. In the intervening years, we had purchased a home that was now, surprisingly, worth a couple of million dollars. We both are now retired and have most of our retirement savings in our 401ks/IRAs. Megan handled the transfer of our home to a trust so the estate could be efficiently managed. She provided us with guidance on how to pass on our investments from our tax-sheltered savings. She prepared our powers of attorney and advised us on the issues around choosing an executor. Megan was efficient, knowledgeable and helpful on all aspects of bringing our estate planning into the present. I recommend her to anyone who needs to either prepare an estate plan for the first time or to update an outdated plan."